Gather Financial Planning, a local investment advisory firm based out of Falmouth, ME, is dedicated to providing comprehensive financial planning and investment services. With two offices, this well-established firm boasts a team of seven talented professionals, five of whom specialize in investment advisory services. Each advisor, on average, manages an impressive $23,760,000 in assets under management.
Gather Financial Planning offers a diverse compensation structure to suit the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily ...
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Assets Under Mgmt
$118.79M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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